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Biogen Q2 Preview: Can It Change The Narrative After Q1 Strength Was Overshadowed?

 
• By Joseph Haas

Despite 11% sales growth during the first quarter, Biogen faces pessimism about continuing to pursue the amyloid hypothesis in Alzheimer’s and competitive threats to Spinraza and Tecfidera. ALS and biosimilars may offer upside.

Business report

When Biogen Inc. reports its second quarter earnings on 23 July, investors will be listening for updates on multiple areas of concern, including the big biotech’s plans to continue developing elenbecestat in Alzheimer’s disease after yet another BACE inhibitor failure. The company also will report its first quarter of sales for Spinraza in spinal muscular atrophy (SMA) following the launch of Novartis AG’s competing gene therapy Zolgensma.

Mylan NV’s patent challenge to Biogen’s top-seller, multiple sclerosis (MS) drug Tecfidera (dimethyl fumarate) also will be a topic of note for investors. (Also see "Q4 Earnings Preview:...

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In Brief: Nicox Extends Cash Runway As Kowa Advances NCX 470 In Japan

 
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GSK’s Bet On Spero’s Oral cUTI Antibiotic Poised To Pay Off With New Phase III Data

 
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